The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC COM 02079k107 157,607 62,884 SH   SOLE   62,884 0 0
AMERICAN EXPRESS CO COM COM 025816109 149,586 905,317 SH   SOLE   905,317 0 0
ANALOG DEVICES INC COM 032654105 122,343 710,638 SH   SOLE   710,638 0 0
ARISTA NETWORKS INC COM 040413106 124,598 343,900 SH   SOLE   343,900 0 0
ARMSTRONG WORLD INDUSTRIES INC COM 04247x102 91,242 850,661 SH   SOLE   850,661 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108 151,534 362 SH   SOLE   362 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 114,548 412,163 SH   SOLE   412,163 0 0
BOOKING HLDGS INC COM 09857l108 108,107 49,407 SH   SOLE   49,407 0 0
BROOKFIELD ASSET MANAGEMENT IN COM 112585104 136,096 2,669,596 SH   SOLE   2,669,596 0 0
BROOKFIELD ASSET MANAGEMENT RE COM G16169107 946 18,179 SH   SOLE   18,179 0 0
BURFORD CAPITAL LTD COM G17977110 11,631 1,119,417 SH   SOLE   1,119,417 0 0
CANADA GOOSE HOLDINGS INC COM 135086106 17,247 394,300 SH   SOLE   394,300 0 0
CARMAX INC COM 143130102 87,674 678,853 SH   SOLE   678,853 0 0
CHARLES SCHWAB CORPORATION COM 808513105 134,006 1,840,486 SH   SOLE   1,840,486 0 0
CLARIVATE PLC COM G21810109 103,768 3,769,261 SH   SOLE   3,769,261 0 0
COCA COLA COM COM 191216100 7,561 139,736 SH   SOLE   139,736 0 0
COMCAST CORP NEW CL A COM 20030n101 171,736 3,011,862 SH   SOLE   3,011,862 0 0
CREDIT SUISSE GROUP COM 225401108 147 14,037 SH   SOLE   14,037 0 0
DREAM FINDERS HOMES INC COM 26154D100 8,261 338,141 SH   SOLE   338,141 0 0
HEXCEL CORPORATION COM 428291108 112,350 1,800,475 SH   SOLE   1,800,475 0 0
INSIGHT ENTERPRISES INC COM 45765U103 12,914 129,125 SH   SOLE   129,125 0 0
LAKELAND FINANCIAL CORPORATION COM 511656100 9,813 159,196 SH   SOLE   159,196 0 0
LCI INDUSTRIES COM 50189K103 861 6,551 SH   SOLE   6,551 0 0
MOELIS AND COMPANY COM 60786M105 115,064 2,022,562 SH   SOLE   2,022,562 0 0
NVR INC COM 62944T105 96,261 19,356 SH   SOLE   19,356 0 0
PATRICK INDUSTRIES INC COM 703343103 6,132 84,000 SH   SOLE   84,000 0 0
PROGRESSIVE CORPORATION COM 743315103 216,091 2,200,298 SH   SOLE   2,200,298 0 0
SIEM INDUSTRIES INC COM G81226105 534 21,200 SH   SOLE   21,200 0 0
TEMPUR SEALY INTL INC COM COM 88023u101 120,555 3,076,175 SH   SOLE   3,076,175 0 0
THOR INDS INC COM COM 885160101 119,468 1,057,239 SH   SOLE   1,057,239 0 0
WESTROCK COMPANY COM 96145D105 2,927 55,000 SH   SOLE   55,000 0 0
WINNEBAGO INDUSTRIES INC COM 974637100 13,592 200,000 SH   SOLE   200,000 0 0